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Wednesday, May 27, 2026

Thursday's News Links

[CNBC] S&P 500 futures decline as oil rebounds, traders await key inflation reading: Live updates

[Yahoo/Bloomberg] Oil Gains as Renewed Gulf Attacks Threaten Fragile Ceasefire

[Axios] Leveraging up

[AP] Shaky ceasefire in Iran war is challenged again as Kuwait faces a missile attack

[Reuters] Iran and US trade air strikes after Trump dismisses report of Hormuz deal

[CNBC] Kuwait air defenses activated against ‘missile and drone threats’; U.S. carries out new strikes in Iran

[Reuters] The US-Iran ceasefire is unravelling

[Reuters] Trump says he can outwait Iran, dismisses midterm election pressure

[CNBC] Core inflation hit an annual rate of 3.3% in April, as expected, Fed’s preferred gauge shows

[Yahoo/Reuters] US PCE inflation firmer in April

[Reuters] US weekly jobless claims increase marginally amid low layoffs

[Yahoo/Bloomberg] Warsh’s New Challenge: Containing Fed Hawks as Inflation Simmers

[CNBC] Energy inflation has been more persistent than expected: Fed’s Goolsbee

[Axios] AI sticker shock hits corporate America

[Axios] The CEOs are losing confidence

[Axios] Iran war drives multi-year missile defense gap

[AP] US will need years to replenish stockpiles of advanced weapons used in Iran war, new analysis finds

[AP] About 8% of the country lacked health insurance in 2025, new data shows. That could rise next year

[Axios] Exclusive: Trump's accelerating squeeze on Cuba

[Bloomberg] US Consumer Spending Edges Up as Inflation Accelerates

[Bloomberg] Iran, US Accuse Each Other of Truce Breach With No Deal in Sight

[Bloomberg] Goldman Traders See a Short Squeeze Brewing for Unloved Sectors

[Bloomberg] Global Warming Likely to Exceed 1.5C Through 2030, WMO Says

[WSJ] U.S. Military Conducts New Strikes on Iran

[WSJ] How Long Can Iran Withstand the Economic Pain of the U.S. Blockade?

[WSJ] The High-Seas Black Market That Keeps Iran’s Illicit Oil Flowing

[WSJ] One Million New-Car Buyers Are Gone and They’re Not Coming Back Soon

[WSJ] China Is Exporting Its Factories Across the World and Spooking the Competition

[FT] Chip stocks race towards biggest gains since dotcom era on AI demand

[FT] AI boom outweighs Iran war pain, Korean central bank chief says

[FT] Ukraine is turning the tables

[FT] Bill Gross: America’s hegemonic glory is under threat